SGRNX vs. ESPAX
Compare and contrast key facts about Allspring Growth Fund (SGRNX) and Allspring Special Small Cap Value Fund (ESPAX).
SGRNX is managed by Allspring Global Investments. It was launched on Feb 24, 2000. ESPAX is managed by Allspring Global Investments. It was launched on May 7, 1993.
Performance
SGRNX vs. ESPAX - Performance Comparison
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SGRNX vs. ESPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGRNX Allspring Growth Fund | -9.51% | 15.34% | 29.43% | 34.06% | -36.92% | 7.43% | 49.20% | 37.61% | 0.69% | 35.24% |
ESPAX Allspring Special Small Cap Value Fund | -0.14% | -3.10% | 6.44% | 18.65% | -13.94% | 27.61% | 1.16% | 28.03% | -13.77% | 11.08% |
Returns By Period
In the year-to-date period, SGRNX achieves a -9.51% return, which is significantly lower than ESPAX's -0.14% return. Over the past 10 years, SGRNX has outperformed ESPAX with an annualized return of 13.61%, while ESPAX has yielded a comparatively lower 7.44% annualized return.
SGRNX
- 1D
- 4.61%
- 1M
- -6.12%
- YTD
- -9.51%
- 6M
- -12.99%
- 1Y
- 15.54%
- 3Y*
- 16.51%
- 5Y*
- 4.19%
- 10Y*
- 13.61%
ESPAX
- 1D
- 1.75%
- 1M
- -7.28%
- YTD
- -0.14%
- 6M
- 1.20%
- 1Y
- 3.08%
- 3Y*
- 5.84%
- 5Y*
- 2.08%
- 10Y*
- 7.44%
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SGRNX vs. ESPAX - Expense Ratio Comparison
SGRNX has a 0.75% expense ratio, which is lower than ESPAX's 1.24% expense ratio.
Return for Risk
SGRNX vs. ESPAX — Risk / Return Rank
SGRNX
ESPAX
SGRNX vs. ESPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Growth Fund (SGRNX) and Allspring Special Small Cap Value Fund (ESPAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SGRNX | ESPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.15 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.13 | 0.39 | +0.74 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.05 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 0.25 | +0.60 |
Martin ratioReturn relative to average drawdown | 2.75 | 0.68 | +2.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SGRNX | ESPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.15 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.10 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.35 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.43 | -0.04 |
Correlation
The correlation between SGRNX and ESPAX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SGRNX vs. ESPAX - Dividend Comparison
SGRNX's dividend yield for the trailing twelve months is around 23.41%, more than ESPAX's 8.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGRNX Allspring Growth Fund | 23.41% | 21.19% | 21.72% | 7.14% | 4.93% | 16.48% | 10.02% | 9.81% | 19.24% | 27.01% | 18.95% | 13.11% |
ESPAX Allspring Special Small Cap Value Fund | 8.27% | 8.26% | 10.10% | 2.07% | 6.24% | 6.34% | 0.39% | 1.68% | 7.90% | 5.33% | 2.25% | 2.33% |
Drawdowns
SGRNX vs. ESPAX - Drawdown Comparison
The maximum SGRNX drawdown since its inception was -52.68%, smaller than the maximum ESPAX drawdown of -61.14%. Use the drawdown chart below to compare losses from any high point for SGRNX and ESPAX.
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Drawdown Indicators
| SGRNX | ESPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.68% | -61.14% | +8.46% |
Max Drawdown (1Y)Largest decline over 1 year | -18.99% | -13.80% | -5.19% |
Max Drawdown (5Y)Largest decline over 5 years | -49.79% | -26.84% | -22.95% |
Max Drawdown (10Y)Largest decline over 10 years | -49.79% | -43.28% | -6.51% |
Current DrawdownCurrent decline from peak | -15.25% | -11.16% | -4.09% |
Average DrawdownAverage peak-to-trough decline | -15.71% | -9.17% | -6.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.86% | 5.18% | +0.68% |
Volatility
SGRNX vs. ESPAX - Volatility Comparison
Allspring Growth Fund (SGRNX) has a higher volatility of 8.60% compared to Allspring Special Small Cap Value Fund (ESPAX) at 6.01%. This indicates that SGRNX's price experiences larger fluctuations and is considered to be riskier than ESPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGRNX | ESPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.60% | 6.01% | +2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 14.58% | 12.45% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.26% | 21.85% | +2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.94% | 20.19% | +5.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.42% | 21.34% | +3.08% |